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Which Model is Better? Practicing Professionals vs. Full Service Firms

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP, India

Some people think that financial planners and advisors practicing as professionals are better than those running a business. The general view I have heard is that when someone is practicing in the profession, they are more passionate, client-centric and closer to their clients.

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How Altruism Can Help the Financial Planning Profession

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP, India

What do we do to establish financial planning as a profession? What are the challenges ahead and how are we going to overcome them and move forward?

These are questions which we hear from time to time. There are as many prescriptions as there are practitioners. But there is a foundational principle we need to understand for a profession to be recognized as such.

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Why CFP Professionals Need Increased Education Standards

By Suresh Sadagopan, CFP, India

Financial planners offer advice to clients on financial matters, so it is necessary to have a level of knowledge and skill that is suitable to advise a client correctly. Ongoing, continuing education keeps financial planners current and allows them to maintain a competitive edge.

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Point/Counterpoint: Is the standard for CFP certification at the right level?

By Paul Rabenowitz, CFP, South Africa and Lovaii Navlakhi, CFP, India

Paul Rabenowitz, CFP, South Africa, says, “No, it should be higher!”

The FPSB website describes CFP professionals as ‘elite’ and ‘world-class’, but is this really the case?

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Behavioral Finance: How to Help Clients Avoid Bad Investments

By Suresh Sadagopan, CFP, India

Do we change the fundamental course of our lives based on what is happening in our environment? We may do some course correction, but fundamental changes are unlikely and we most likely persist with what we have believed in all along.

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Regulatory Changes in India Affecting Financial Planners

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP

“Times, they are a’ changing”, goes a song from times gone by. For the financial services industry, the changes have started coming in, fast and thick, since 2008.

The entire financial community was viewed with suspicion, with bankers bearing the brunt, for obvious reasons.

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10 Pieces of Advice for New Financial Planners

By Lovaii Navlakhi, CFP

I started out as a financial planner in 2001 without really meaning to. In between jobs, I began devoting time looking after portfolios of my friends and ex-colleagues. By the time my new job materialised, it was too late – I was hooked. I was thoroughly enjoying myself in this new role as a financial advisor.

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How to Keep Your Clients Coming Back

Lovaii Navlakhi CFP IndiaBy Lovaii Navlakhi, CFP

Trust is the cornerstone of the planner-client relationship and the single most important thing that can make or break this relationship. But where does it start? The client does not come to you on day one and say, ‘I trust you; you are my financial advisor for life’— it is something that evolves and has to be earned.

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